Civic Intelligence

Wooster Rotary Foundation Inc.

990EZ • Fiscal year 2024 • EIN 34-1299884

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 16, 2025

PO Box 58Wooster, OH 44691

(330) 201-4333

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.39x

Higher debt load relative to assets than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

0.96x

Higher debt load relative to revenue than 95% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

34th percentile

-4.0%

Higher net margin than 34% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-3.1%

Faster asset growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

67%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$190,047

Down $6,138 (-3.1%) from 2023

Net Assets

Flat

$115,030

Flat from 2023

Liabilities

Down

$75,017

Down $6,138 (-7.6%) from 2023

Revenue

Up

$78,041

Up $31,369 (+67%) from 2023

Expenses

Up

$81,201

Up $35,906 (+79%) from 2023

Net Income

Down

-$3,160

Down $4,537 (-329%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $131,650Liabilities 2010: $24,272Net Assets 2010: $107,3782010Assets 2011: $152,024Net Assets 2011: $152,0242011Assets 2012: $160,126Liabilities 2012: $87,991Net Assets 2012: $72,1352012Assets 2013: $172,570Liabilities 2013: $88,978Net Assets 2013: $83,5922013Assets 2014: $140,769Liabilities 2014: $94,344Net Assets 2014: $46,4252014Assets 2015: $144,749Liabilities 2015: $70,703Net Assets 2015: $74,0462015Assets 2016: $112,510Liabilities 2016: $58,620Net Assets 2016: $53,8902016Assets 2017: $122,816Liabilities 2017: $62,428Net Assets 2017: $60,3882017Assets 2018: $154,238Liabilities 2018: $97,250Net Assets 2018: $56,9882018Assets 2019: $101,076Liabilities 2019: $55,027Net Assets 2019: $46,0492019Assets 2020: $116,557Liabilities 2020: $82,419Net Assets 2020: $34,1382020Assets 2021: $187,073Liabilities 2021: $136,028Net Assets 2021: $51,0452021Assets 2022: $235,137Liabilities 2022: $123,484Net Assets 2022: $111,6532022Assets 2023: $196,185Liabilities 2023: $81,155Net Assets 2023: $115,0302023Assets 2024: $190,047Liabilities 2024: $75,017Net Assets 2024: $115,0302024Assets 2025: $232,805Liabilities 2025: $117,776Net Assets 2025: $115,0292025

Highlighted filing

2024

Assets$190,047
Liabilities$75,017
Net Assets$115,030

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $67,650Expenses 2010: $65,224Net Income 2010: $2,4262010Revenue 2011: $74,050Expenses 2011: $74,289Net Income 2011: -$2392011Revenue 2012: $27,137Expenses 2012: $25,884Net Income 2012: $1,2532012Revenue 2013: $66,394Expenses 2013: $54,937Net Income 2013: $11,4572013Revenue 2014: $68,690Expenses 2014: $65,384Net Income 2014: $3,3062014Revenue 2015: $51,317Expenses 2015: $45,368Net Income 2015: $5,9492015Revenue 2016: $57,605Expenses 2016: $55,742Net Income 2016: $1,8632016Revenue 2017: $53,432Expenses 2017: $46,934Net Income 2017: $6,4982017Revenue 2018: $54,728Expenses 2018: $54,728Net Income 2018: $02018Revenue 2019: $77,170Expenses 2019: $75,860Net Income 2019: $1,3102019Revenue 2020: $68,170Expenses 2020: $68,170Net Income 2020: $02020Revenue 2021: $84,640Expenses 2021: $72,373Net Income 2021: $12,2672021Revenue 2022: $30,912Expenses 2022: $46,111Net Income 2022: -$15,1992022Revenue 2023: $46,672Expenses 2023: $45,295Net Income 2023: $1,3772023Revenue 2024: $78,041Expenses 2024: $81,201Net Income 2024: -$3,1602024Revenue 2025: $73,527Expenses 2025: $88,378Net Income 2025: -$14,8512025

Highlighted filing

2024

Revenue$78,041
Expenses$81,201
Net Income-$3,160
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 16, 2025
Return Version
2023v6.0
Gross Receipts
$80,720
Mission and Program Overview

Mission

Funding community service & educational opportunity

Funding community service & educational opportunity.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS, CRIPPLED CHILDREN, INTERNATIONAL SERVICE, COMMUNITY PROJECTS, WOOSTER HIGH SCHOOL SPEECH & DEBATE, PATRIOT PROJECTS AND LITERACY PROJECTS.$4,275$55,521
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON WALLERBoard Member-$0--
SANDRA HULLBoard Member-$0--
KRISTINE BOONEBoard Member-$0--
KATIE KOGLMANBoard Member-$0--
JOIE SCHMITZBoard Member-$0--
JAMES FOXBoard Member-$0--
DONNA CONNOLLYBoard Member-$0--
DALLAS ROBINSONBoard Member-$0--
TOM RUMBAUGHPresident Elect-$0--
GREG LONGTreasurer/Past President-$0--
LYNN MOOMAWSecretary-$0--
KOURTNEY YODERPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Project$49,260$49,260$2,679$46,581
Meals With a Mission$8,006$8,006-$8,006
Total Events$57,266$57,266$2,679$54,587
Filing and Contact Details

Filer

Filer Name
Wooster Rotary Foundation
EIN
34-1299884
Phone
3302014333
Address
PO BOX 58, WOOSTER, OH 44691

Signing Officer

Name
Tom Rumbaugh
Title
President
Phone
3302014333
Signed
2025-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Meaden & Moore Ltd
Address
2363 EAGLE PASS SUITE A, WOOSTER, OH 44691-5344
Preparer
Carl Wells
Phone
3302647307
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividends. Amount: 3,784. Description: interest. Amount: 163. Description: unrealized gain on endowment fund. Amount: 9,539. Description: encumbered monies py. Amount: 5,693. Total included on form 990-ez, line 4: 19,179.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of wooster. Affiliate address: 505 n. Market st. Wooster, oh 44691. Purpose of payment: overhead expense reimbursement. Amount of payment: 15,950.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 360.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: international service. Amount: 1,000. Description: al van wie classical for the benefit of people to people. Amount: 3,000. Description: scholarships. Amount: 11,000. Description: exchange students. Amount: 2,359. Description: wooster high school speech and debate. Amount: 2,000. Description: literacy projects. Amount: 900. Description: insurance. Amount: 363. Description: state registration fee. Amount: 100. Description: miscellaneous. Amount: 972. Description: bank service fee. Amount: 701. Description: district blanket project. Amount: 993. Description: encumbered for fiscal year 2024-2025. Amount: 7,234. Description: rotary clock. Amount: 34,269. Total to form 990-ez, line 16: 64,891.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: change in restricted net assets. Amount: 3,160.

Form 990-ez, Part II, Line 24 - Other Assets

Description: community flag fund. Beg. Of year amount: 81,982. End of year amount: 88,731. Description: prepaid community project. Beg. Of year amount: 16,089. End of year amount: 0. Description: veterans. Beg. Of year amount: 244. End of year amount: 0. Description: other depreciable assets. Beg. Of year amount: 390. End of year amount: 30.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: encumbered funds for 100th anniversary-founders grove. Beg. Of year amount: 3,477. End of year amount: 3,477. Description: deferred income - flag project. Beg. Of year amount: 48,684. End of year amount: 35,140. Description: encumbered arts/jazz amounts. Beg. Of year amount: 4,795. End of year amount: 0. Description: due rotary club (overhead). Beg. Of year amount: 8,886. End of year amount: 15,356. Description: encumbered youth exchange fund. Beg. Of year amount: 484. End of year amount: 0. Description: meals with a mission. Beg. Of year amount: 8,006. End of year amount: 6,606. Description: due to interact. Beg. Of year amount: 1,130. End of year amount: 1,130. Description: encumber for next years budget. Beg. Of year amount: 5,643. End of year amount: 7,234. Description: ukraine disaster relief. Beg. Of year amount: 50. End of year amount: 0. Description: veterans - patriot committee. Beg. Of year amount: 0. End of year amount: 3,205. Description: wine tasting. Beg. Of year amount: 0. End of year amount: 2,869.

Raw XML Appendix250 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 3,784. DESCRIPTION: INTEREST. AMOUNT: 163. DESCRIPTION: UNREALIZED GAIN ON ENDOWMENT FUND. AMOUNT: 9,539. DESCRIPTION: ENCUMBERED MONIES PY. AMOUNT: 5,693. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 19,179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY CLUB OF WOOSTER. AFFILIATE ADDRESS: 505 N. MARKET ST. WOOSTER, OH 44691. PURPOSE OF PAYMENT: OVERHEAD EXPENSE REIMBURSEMENT. AMOUNT OF PAYMENT: 15,950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INTERNATIONAL SERVICE. AMOUNT: 1,000. DESCRIPTION: AL VAN WIE CLASSICAL FOR THE BENEFIT OF PEOPLE TO PEOPLE. AMOUNT: 3,000. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 11,000. DESCRIPTION: EXCHANGE STUDENTS. AMOUNT: 2,359. DESCRIPTION: WOOSTER HIGH SCHOOL SPEECH AND DEBATE. AMOUNT: 2,000. DESCRIPTION: LITERACY PROJECTS. AMOUNT: 900. DESCRIPTION: INSURANCE. AMOUNT: 363. DESCRIPTION: STATE REGISTRATION FEE. AMOUNT: 100. DESCRIPTION: MISCELLANEOUS. AMOUNT: 972. DESCRIPTION: BANK SERVICE FEE. AMOUNT: 701. DESCRIPTION: DISTRICT BLANKET PROJECT. AMOUNT: 993. DESCRIPTION: ENCUMBERED FOR FISCAL YEAR 2024-2025. AMOUNT: 7,234. DESCRIPTION: ROTARY CLOCK. AMOUNT: 34,269. TOTAL TO FORM 990-EZ, LINE 16: 64,891.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CHANGE IN RESTRICTED NET ASSETS. AMOUNT: 3,160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: COMMUNITY FLAG FUND. BEG. OF YEAR AMOUNT: 81,982. END OF YEAR AMOUNT: 88,731. DESCRIPTION: PREPAID COMMUNITY PROJECT. BEG. OF YEAR AMOUNT: 16,089. END OF YEAR AMOUNT: 0. DESCRIPTION: VETERANS. BEG. OF YEAR AMOUNT: 244. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 390. END OF YEAR AMOUNT: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: ENCUMBERED FUNDS FOR 100TH ANNIVERSARY-FOUNDERS GROVE. BEG. OF YEAR AMOUNT: 3,477. END OF YEAR AMOUNT: 3,477. DESCRIPTION: DEFERRED INCOME - FLAG PROJECT. BEG. OF YEAR AMOUNT: 48,684. END OF YEAR AMOUNT: 35,140. DESCRIPTION: ENCUMBERED ARTS/JAZZ AMOUNTS. BEG. OF YEAR AMOUNT: 4,795. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE ROTARY CLUB (OVERHEAD). BEG. OF YEAR AMOUNT: 8,886. END OF YEAR AMOUNT: 15,356. DESCRIPTION: ENCUMBERED YOUTH EXCHANGE FUND. BEG. OF YEAR AMOUNT: 484. END OF YEAR AMOUNT: 0. DESCRIPTION: MEALS WITH A MISSION. BEG. OF YEAR AMOUNT: 8,006. END OF YEAR AMOUNT: 6,606. DESCRIPTION: DUE TO INTERACT. BEG. OF YEAR AMOUNT: 1,130. END OF YEAR AMOUNT: 1,130. DESCRIPTION: ENCUMBER FOR NEXT YEARS BUDGET. BEG. OF YEAR AMOUNT: 5,643. END OF YEAR AMOUNT: 7,234. DESCRIPTION: UKRAINE DISASTER RELIEF. BEG. OF YEAR AMOUNT: 50. END OF YEAR AMOUNT: 0. DESCRIPTION: VETERANS - PATRIOT COMMITTEE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,205. DESCRIPTION: WINE TASTING. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,869.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM RUMBAUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03302014333
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOOSTER ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WOOS
ReturnHeader/Filer/EIN0341299884
ReturnHeader/Filer/PhoneNum03302014333
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 58
ReturnHeader/Filer/USAddress/CityNm0WOOSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044691
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341818258
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEADEN & MOORE LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02363 EAGLE PASS SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOOSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0446915344
ReturnHeader/PreparerPersonGrp/PhoneNum03302647307
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL WELLS
ReturnHeader/ReturnTs02025-01-17T05:32:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$1.18$1.15$0.74$0.88$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.75$1.15$0.78$0.81$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.81$1.15$0.47$0.45$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.35$1.23$1.12$0.31$0.46$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$1.36$0.51$0.85$0.72$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.82$0.34$0.68$0.68$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.55$0.46$0.77$0.76$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.97$0.57$0.55$0.55$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.62$0.60$0.53$0.47$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.59$0.54$0.58$0.56$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.71$0.74$0.51$0.45$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.94$0.46$0.69$0.65$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.89$0.84$0.66$0.55$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.88$0.72$0.27$0.26$0.01
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$1.52$0.74$0.74$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.24$1.07$0.68$0.65$0.02